The world changes today if the FED does as expected and raises interest rates. It is not the little quarter point raise, it is rather the change in FED posture, a posture that started way back in 1994 with Alan…Continue Reading →
The market comments of those in the know, or believe they are, is trying hard to build a case for buying the Euro and Yen. No doubt that is based on a weak minded FED. They may be right on…Continue Reading →
As the FED moves towards a rate hike, not because of a strong economy, but due to a need to build up ammo to handle the next downturn, the stock market is in a tizzy. This is mainly due to…Continue Reading →
From Wikopedia. “It’s the economy, stupid” is a slight variation of the phrase “The economy, stupid” which James Carville had coined as a campaign strategist of Bill Clinton‘s successful 1992 presidential campaign against sitting president George H. W. Bush. Carville’s…Continue Reading →
Deflation pressures are increasing. How could that be with all the cheap money that has been provided. Maybe the fundamental issue was never addressed, “How can the effects of a burst bubble, a bubble created by cheap money, be addressed…Continue Reading →
It has been just over a year, October 2014, that QE3 ended and the FED’s balance sheet expansion stopped. While there is a lot of talk about a little rise in interest rates, I believe that key guide posts stand…Continue Reading →
It has been some time since we posted. In the macro sense there has not been anything to talk about. We saw 15 days that the S&P traded above the 2070 level, since October 23, and then it went below…Continue Reading →
No doubt the FED will try various things to try and push the dollar down, but rest assured the Dollar is in charge now. Also keep in mind that the kind of jobs being added now are shuffling jobs, moving…Continue Reading →
Larry Levins (Trading Advantage) comments this morning so much echo my thoughts, I thought , why not just post them here. Larry’s Morning Commentary Yellen The Chair of the FOMC was on TV again today explaining the…Continue Reading →
Working with Macro trends in a sense defies a persons sense of what is happening in any one day. In terms of the stock market the Macros turned down between late June and July of this year. The market then…Continue Reading →